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Technology Stocks : Novell (NOVL) dirt cheap, good buy? -- Ignore unavailable to you. Want to Upgrade?

To: Frederick Smart who wrote (23980)	10/17/1998 5:52:00 PM
From: Frederick Smart	Respond to of 42771

Another one for Toy.....Posted on the MSFT SI board. It's time to punch some lights out...... >> \| ------ \| Edit your message \| Earnings \| To: ToySoldier (11361 ) From: Frederick Smart Saturday, Oct 17 1998 5:47PM ET Reply # of 11380 Microsoft has always bluffed and lied their way from the tail of one innovation after another. When you are a monopoly, you have zero need to innovate. If there is life left in Apple, there is a ton of life left in Novell. All I see is Microsoft playing defense. That's a bad position to be in when the Internet is just getting serious at the corporate enterprise level. As for Toy's comment about Microsoft lemmings, I agree 100%. NT's initial 2-3 year wave was ridden by simple app reflection and integration needs at the desktop level. Moving to NT made many look like heros. But apps are dissappearing off the desktop and into server space. In the coming world of explosive bandwidth, the local NT box will morph into a card tied to a LAN/WAN that's fed by blazing servers wired into huge pipes attached to the net, extranets and intranets. Needs are switching to finding information, people, apps, etc. from simply displaying what we already had in a better desktop space. Cute market for Gates, but he won't be able to drill all the way to the core. The core is going to be wired into the net and doesn't care about NT 4.0, 5.0 or beyond. It's all just data, period. Bandwidth will rule. We are T-minus <<>> and counting. Here in Chicago there must be 1000 or more tunnel rats laying dark fiber - the biggest concentration of fiber in the US. Its amazing to watch this revolution take place right beneath our noses. Gates knows the game is changing. His pyramid has been checkmated by the Global Network. He can't co-opt the power of bandwidth on a free Global network. This is where Wall Street will see the reality behind Novell's story. Novell is a purebread internet play: server, desktop, bandwidth, etc. etc. Schmidt leaves no false pretenses. He's going for the end game. Bandwidth, IP and speed will rule.....>>>